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Insurance Client Relationship Manager

2 months ago

MagstattleBas, Grand Est, United States Holmes Murphy Full time
Company Overview:

Holmes Murphy stands as one of the largest privately owned insurance brokerages in the United States. Our core mission is to enhance health, safeguard wealth, and provide tranquility to our clients. We take pride in fostering a workplace where employees are passionate about their roles and the collaborative environment.

We offer a dynamic, innovative, and inclusive company culture that encourages employees to realize their full potential. At Holmes Murphy, we recognize that each team member brings unique skills that contribute to our collective success, and we are committed to nurturing an environment that values individual strengths.

Position Summary:

We are seeking a Client Manager to enhance our Property & Casualty division. The ideal candidate will excel in a collaborative atmosphere, possess strong interpersonal communication abilities, and have a genuine enthusiasm for continuous learning.

The primary objective of this role is to assess the needs and risks of current clients, assist in formulating tailored insurance programs, and strengthen client relationships by delivering expert guidance in a timely and professional manner.

This position requires a deep understanding of clients' business operations and effectively marketing their needs to suitable insurance carriers to mitigate business risks.

Key Responsibilities:
  • Manage daily client service tasks, including renewal marketing and insurance placement for assigned accounts.
  • Provide exceptional customer service, acting as a reliable partner to clients.
  • Monitor renewal timelines to ensure timely completion.
  • Evaluate existing insurance policies and recommend options based on future client needs.
  • Maintain proactive communication with clients to address inquiries and enhance service offerings.
  • Assist in the claims process and manage complex claims situations as required.
  • Lead account administration tasks, including preparation of renewal reviews and ensuring accurate invoicing.
  • Participate in the marketing and sales processes for new and renewal accounts, negotiating with insurance carriers as necessary.
  • Foster positive relationships with team members and internal departments to meet client needs effectively.
Qualifications:

The ideal candidate will possess advanced knowledge of property and casualty insurance coverages and demonstrate the ability to apply this knowledge effectively. Key qualifications include:

  • High school diploma required; college degree preferred.
  • Active state-specific Property Casualty Insurance agent's license or the ability to obtain one within three months of hire.
  • A minimum of 5 years of experience in customer service, underwriting, or risk management within the insurance sector.
  • Excellent communication skills, both verbal and written.
  • Strong analytical and problem-solving abilities.
  • Proficiency in Microsoft Office Suite and familiarity with agency management systems.
Benefits:

In addition to standard benefits such as health, dental, and vision coverage, we offer:

  • Paid parental leave and supportive benefits for new parents.
  • Company-sponsored continuing education and tuition reimbursement.
  • 401k profit-sharing contributions.
  • Flexible work arrangements to support work-life balance.
  • Generous paid time off policies.
  • Community engagement opportunities with paid volunteer time off.
  • Diversity, equity, and inclusion initiatives.

Holmes Murphy & Associates is an Equal Opportunity Employer.